We are glad to offer our first investment strategy with mid-high risk-return profile.
Readily investable, this strategy is designed for investors who are targeting long-term capital growth (over 5 years) and are able to tolerate large and prolonged drawdowns of portfolio value.
'Leveraged Equity Index' investment strategy is designed for long-term growth with the primary objective to outperform the broad equity market.
The investment strategy is designed for growth, with the aim to beat the broad equity market over the long term. It is for investors who are comfortable with stock market risk and who seek higher returns than the broad equity market.
The assets of the portfolio will be invested in broad (country, region level) equity indexes with up to 30% leverage (mainly using futures and/or options on equity indexes). Up to 10% of the funds may be allocated to exploit tactical opportunities in the market such as investments in commodity baskets, fixed income, REITs, structured products and CISs, equity sector/factor ETFs and others.
Key parameters
Return objective: 10-15%
Expected volatility: up to 25%
Maximum drawdown: up to 75%
Drawdown duration: 5 years
Leverage: up to 50%
Target asset allocation
US equities
Developed markets equities, exc. US
Emerging markets equities
Tactical opportunities
Up to 50% leverage
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Fees and requirements
Minimum investment: $10 000.
Optimal investment horizon: from 5 years
Management fee: 1% from assets under management (charged quarterly)
Success fee: 10% (high-water mark provision applied).
If required client is able to request funds withdrawal at the end of each quarter with minimum 2 month notice period. Actual amount will depend on the closing Net Asset Value.
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Quarterly reporting via client dashboard.
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Funds transfer and trades execution based on the above strategy.
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Client onboarding: Personal details collection, ID verification, AML checks, client classification confirmation, Asset management agreement signing. The onboarding process is streamlined using electronic forms and e-signature.